See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $527,077 | $96,484+446.3% | $75,886+594.6% | $152,861+244.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 15.28% | 33.98%-18.7pp | 30.76%-15.5pp | 345.32%-330.0pp |
| Employer contribution / active EE | $28,534 | $3,309+762.2% | $2,500+1041.2% | $4,762+499.2% |
| Participant deferral / active EE | $14,667 | $4,553+222.1% | $3,603+307.1% | $5,850+150.7% |
| Admin fee / account holder | $113,020 | $8,078+1299.1% | $5,418+1985.9% | $11,596+874.6% |